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Income Opportunity Realty Investors (IOR)

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Upturn Advisory Summary
01/09/2026: IOR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 18.58% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.85M USD | Price to earnings Ratio 17.34 | 1Y Target Price - |
Price to earnings Ratio 17.34 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.06 | 52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 |
52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.09 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.21% | Return on Equity (TTM) 3.69% |
Valuation
Trailing PE 17.34 | Forward PE - | Enterprise Value 75068293 | Price to Sales(TTM) 12.43 |
Enterprise Value 75068293 | Price to Sales(TTM) 12.43 | ||
Enterprise Value to Revenue 12.39 | Enterprise Value to EBITDA 13.29 | Shares Outstanding 4066180 | Shares Floating 361646 |
Shares Outstanding 4066180 | Shares Floating 361646 | ||
Percent Insiders 90.98 | Percent Institutions 0.24 |
Upturn AI SWOT
Income Opportunity Realty Investors
Company Overview
History and Background
Income Opportunity Realty Investors (IOR) is a real estate investment trust (REIT) focused on acquiring and managing income-producing real estate. Information regarding its founding year and specific historical milestones is not readily available in public databases, suggesting it may be a smaller or privately held entity, or has undergone significant structural changes. Its evolution primarily centers around its investment strategy in diversified real estate assets.
Core Business Areas
- Real Estate Acquisition and Management: IOR focuses on acquiring and managing a portfolio of income-producing real estate properties. This includes identifying properties with strong rental income potential, performing due diligence, financing acquisitions, and overseeing ongoing property management, tenant relations, and maintenance.
- Investment in Diversified Real Estate: The company aims to invest in various types of real estate to diversify risk and capitalize on different market opportunities. This can include commercial, residential, industrial, or retail properties.
Leadership and Structure
Detailed public information on the specific leadership team and organizational structure of Income Opportunity Realty Investors (IOR) is not extensively available. As a REIT, it is structured to own and operate income-producing real estate and is typically managed by a board of directors and executive officers responsible for strategic direction and operational oversight. Further details would likely be found in its SEC filings if it is a publicly traded entity.
Top Products and Market Share
Key Offerings
- Real Estate Portfolio: Income Opportunity Realty Investors's primary 'product' is its portfolio of income-generating real estate assets. These assets generate revenue through rental income. Specific details on the number of properties, their types, or the revenue generated by individual properties are not publicly disclosed. Competitors are broad and include any entity acquiring and managing real estate for income, such as other REITs, private equity real estate funds, and individual property owners.
Market Dynamics
Industry Overview
Income Opportunity Realty Investors operates within the broader real estate investment and management industry, specifically focusing on income-producing properties. This sector is influenced by economic conditions, interest rates, local market supply and demand, and regulatory environments. The industry is highly competitive and requires astute property selection, efficient management, and access to capital.
Positioning
Income Opportunity Realty Investors's positioning is that of an investor and manager of real estate assets seeking to generate consistent income for its stakeholders. Its competitive advantage would lie in its ability to identify undervalued or high-potential properties, secure favorable financing, and effectively manage its portfolio to maximize rental income and property value. Without specific market share data, it's difficult to quantify its exact position.
Total Addressable Market (TAM)
The Total Addressable Market for income-producing real estate is vast, encompassing all commercial, residential, industrial, and retail properties globally that generate rental income. Estimating a precise TAM value is complex due to the diverse nature of real estate markets and valuation methods. Income Opportunity Realty Investors is positioned to capture a small fraction of this TAM by focusing on specific market segments and geographies where it can achieve its investment objectives.
Upturn SWOT Analysis
Strengths
- Focus on income-generating assets, potentially leading to stable cash flows.
- Diversification of real estate types can mitigate risk.
- Expertise in property acquisition and management.
Weaknesses
- Limited public information available, suggesting potential for smaller scale or private operations.
- Dependence on real estate market cycles and economic conditions.
- Potential lack of diversified capital sources if not publicly traded.
Opportunities
- Acquisition of underperforming assets with potential for value enhancement.
- Expansion into emerging real estate markets or property types.
- Leveraging favorable interest rate environments for financing.
Threats
- Economic downturns leading to increased vacancies and decreased rental income.
- Rising interest rates increasing borrowing costs.
- Increased competition from larger, well-capitalized investors.
- Changes in local zoning laws or property regulations.
Competitors and Market Share
Key Competitors
- Blackstone Real Estate
- Starwood Capital Group
- Apollo Global Management (Real Estate Division)
- Brookfield Asset Management (Real Estate Division)
Competitive Landscape
Income Opportunity Realty Investors operates in a highly competitive real estate investment landscape dominated by large private equity firms and institutional investors. Its competitive advantages would depend on niche market expertise, efficient operations, and strategic property selection. The primary disadvantage is likely its scale and capital access compared to larger players.
Growth Trajectory and Initiatives
Historical Growth: Information on Income Opportunity Realty Investors's historical growth trends is not publicly available. Its growth would be intrinsically linked to its success in acquiring and managing profitable real estate assets.
Future Projections: Future growth projections for Income Opportunity Realty Investors based on analyst estimates are not available due to the limited public information and analyst coverage.
Recent Initiatives: Specific recent strategic initiatives undertaken by Income Opportunity Realty Investors are not publicly disclosed. These would likely involve property acquisitions, portfolio management strategies, or financing activities.
Summary
Income Opportunity Realty Investors operates in the real estate income sector, focusing on acquiring and managing properties for rental revenue. Due to limited public information, its exact scale, financial health, and market position are difficult to ascertain. The company faces significant competition from larger institutional investors and is subject to broader real estate market dynamics. Its success hinges on effective property selection, management, and favorable economic conditions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- General knowledge of the real estate investment industry.
- Information available through financial data aggregators (limited for this specific entity).
Disclaimers:
This analysis is based on publicly available information, which is limited for Income Opportunity Realty Investors. The company may be privately held or not actively traded, leading to a lack of detailed financial and operational disclosures. Therefore, this information should be considered indicative and not a comprehensive financial assessment. No investment advice is provided.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Income Opportunity Realty Investors
Exchange NYSE MKT | Headquaters Dallas, TX, United States | ||
IPO Launch date 1992-03-17 | President & CEO Mr. Erik L. Johnson CPA | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.incomeopp-realty.com |
Full time employees - | Website https://www.incomeopp-realty.com | ||
Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.

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